Montecito, CA Coast Village Road Office

Amy Ward is a financial advisor at Morgan Stanley Wealth Management with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of her advisory role, she is involved as an independent contractor selling health and wellness products through Le-Vel. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and research.

Lashawn Hayes is a financial advisor with Morgan Stanley in Montecito, CA, holding a Series 66 designation and 13 years of industry experience. Prior to joining Morgan Stanley in 2017, he worked at Merrill from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and investment advisory services, managing approximately $2.74 trillion in client assets.

Brett Zylstra is a financial advisor with Morgan Stanley in Montecito, CA, holding a Series 66 designation and three years of industry experience. He previously worked at One Workplace, LLC for ten years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a range of investment and planning services.

Karla Lynn is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and previously worked at First Republic Securities Company and First Republic Investment Management. Morgan Stanley Wealth Management delivers a variety of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Norman Robertson is a CFP® professional with 43 years of industry experience, currently serving at Morgan Stanley since 2017. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, Robertson serves on the investment committee for Standing Together To End Sexual Assault (STESA), a nonprofit organization in Santa Barbara, CA. Morgan Stanley Wealth Management provides tailored financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a range of programs that include firm-approved planning tools and structured discovery processes.

James Hallman is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017 and previously worked at Merrill for 26 years. Outside of his advisory role, he owns and manages a personal airplane through a holding LLC and is involved in maintaining a family farm LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach involves structured discovery processes and approved planning tools, with services supported by the expertise of its Global Investment Committee.

Ethan Shultz is a financial advisor at Morgan Stanley in Montecito, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Merrill and Redfin, as well as experience outside finance at Santa Barbara Auto Group and Northern Arizona University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes utilizing firm-approved tools and market outlook models.

Frederick Przekop is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior roles include positions at First Republic Investment Management and First Republic Securities Company. He also acts as a trustee for a client account. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, with a financial planning process supported by firm-approved tools and extensive asset management.

Jeanine Burford is a financial advisor with Morgan Stanley in Montecito, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as significant tenure at Wells Fargo Clearing and Wells Fargo Investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques.

Jerrad Burford is a financial advisor with Morgan Stanley in Montecito, CA, holding Series 63 and Series 65 licenses and with 34 years of industry experience. His career includes roles at Merrill, Citigroup Global Markets, and Morgan Stanley Smith Barney and Private Bank, where he has worked since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning. The firm utilizes structured planning processes and tools, with a focus on advisory services supported by extensive resources and broad financial offerings.